Purchases and Sales Made in Q4 2023 in Chemed Corp (CHE)
This table provides information about the institutional ownership of Chemed Corp (CHE) during Q4 2023. The information is specifically focused on institutions that hold shares of CHEMED CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
29+ 0.3% |
$14.6K - $17.2K
|
9.56K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
25+ 1.01% |
$12.6K - $14.8K
|
2.49K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
25New |
$12.6K - $14.8K
|
25
$11.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25+ 1.12% |
$12.6K - $14.8K
|
2.25K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 5.77% |
$10.6K - $12.5K
|
385
$177K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
21+ 0.93% |
$10.6K - $12.5K
|
2.28K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
20New |
$10.1K - $11.9K
|
20
$9.21K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 400.0% |
$10.1K - $11.9K
|
25
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 2.8% |
$9.05K - $10.7K
|
662
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$9.05K - $10.7K
|
18
$8.29K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
17+ 3.03% |
$8.55K - $10.1K
|
578
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 1.05% |
$8.04K - $9.49K
|
1.54K
$711K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16+ 2.57% |
$8.04K - $9.49K
|
638
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
16+ 1.47% |
$8.04K - $9.49K
|
1.1K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15+ 0.17% |
$7.54K - $8.9K
|
8.84K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$7.04K - $8.3K
|
14
$6.45K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
14+ 2.1% |
$7.04K - $8.3K
|
681
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13New |
$6.54K - $7.71K
|
13
$5.99K
|
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
13+ 1.38% |
$6.54K - $7.71K
|
954
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13+ 0.35% |
$6.54K - $7.71K
|
3.77K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$6.03K - $7.12K
|
12
$5.53K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
11+ 35.48% |
$5.53K - $6.52K
|
42
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9+ 2.1% |
$4.52K - $5.34K
|
438
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 3.8% |
$4.52K - $5.34K
|
246
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9+ 1.58% |
$4.52K - $5.34K
|
579
$267K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8+ 3.92% |
$4.02K - $4.74K
|
212
$97.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.73% |
$4.02K - $4.74K
|
1.11K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.21% |
$3.52K - $4.15K
|
3.35K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7+ 0.47% |
$3.52K - $4.15K
|
1.49K
$687K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 1.27% |
$3.02K - $3.56K
|
479
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6New |
$3.02K - $3.56K
|
6
$2.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.65% |
$3.02K - $3.56K
|
933
$430K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6New |
$3.02K - $3.56K
|
6
$2.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.2% |
$3.02K - $3.56K
|
3.05K
$1.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
5+ 0.58% |
$2.51K - $2.97K
|
860
$396K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5+ 9.26% |
$2.51K - $2.97K
|
59
$27.2K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4New |
$2.01K - $2.37K
|
4
$1.84K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4New |
$2.01K - $2.37K
|
4
$1.84K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4+ 5.88% |
$2.01K - $2.37K
|
72
$33.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4New |
$2.01K - $2.37K
|
4
$1.84K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4+ 0.29% |
$2.01K - $2.37K
|
1.37K
$629K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4New |
$2.01K - $2.37K
|
4
$1.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 1.54% |
$2.01K - $2.37K
|
263
$121K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
3+ 0.6% |
$1.51K - $1.78K
|
504
$232K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 18.75% |
$1.51K - $1.78K
|
19
$8.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3New |
$1.51K - $1.78K
|
3
$1.38K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$1.01K - $1.19K
|
483
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 8.7% |
$1.01K - $1.19K
|
25
$11.5K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 8.7% |
$1.01K - $1.19K
|
25
$11.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$1.01K - $1.19K
|
2
$921
|